Related Aero Task

Do Task Screen MenuWhen you are in the Read Email, Read Note, Do Task or Attend Appointment screens, you can choose to create a new task that is related to the current Aero. Click on the screen menu and choose Create Related Aero Task.

A new tab will open with a Create New Task Screen. The fields will all be auto-filled with information from the original Email, Task, or Appointment. You can change any information you want and continue as usual with the process of Creating a New Task. When you click Save and Close, the tab will close and you will be back on the original Aero screen.

The new Related Task will look just like just like any other task, except that it will have a Related Aero tab at the bottom. Click on the tab to see information about the originating Aero.

Related Task Tab

If you Save and Defer the originating Aero, and click to open it again or look at it in Edit Mode, you will see a new tab call Related Aeros. You can create multiple related Aeros from one Aero (for example, you can create a Related Task and also a Related Email), and they will all appear in this grid.

Related Aeros Grid

Updated on July 14, 2017

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